55ipIn the news
Tax-managed portfolio implementation software for advisors and wealth firms
- RIAs
- Broker-dealers
- Asset managers
Portfolio managementCustom quote
Alternatives to Orion
Orion makes software and investment services for registered investment advisers and broker-dealers, as well as custodians, family offices and bank trust departments. Its technology business sells portfolio accounting, Redtail CRM, trading, planning, risk analytics, compliance software and client and advisor portals, which firms can buy as a set or as separate parts. Read the Orion profile.
AllocateRite
AI-driven portfolio management, direct indexing, trading and OCIO platform for RIAs, family offices and asset managers
- RIAs
- Family offices
- Banks and trust companies
- Asset managers
Portfolio managementCustom quote
d1g1t
Enterprise wealth platform for reporting, portfolio management and client portals
- Family offices
- RIAs
- Broker-dealers
- Banks and trust companies
Portfolio managementCustom quote
AddeparIn the news
Portfolio data, analytics and reporting platform for wealth firms
- RIAs
- Family offices
- Banks and trust companies
- Asset managers
Portfolio managementCustom quote
Moment
Investment management platform for portfolio construction, trading and compliance agents
- RIAs
- Broker-dealers
SoftPak Financial Systems
Tax-aware rebalancing, reporting and billing software for RIAs, family offices and enterprise investment firms.
- RIAs
- Family offices
KeeSystem
Monaco-based portfolio management, CRM and compliance software (KeeSense) for wealth managers and family offices
- RIAs
- Family offices
- Banks and trust companies
Portfolio managementCustom quote
Performativ
Cloud wealth management operating system for European wealth managers, family offices and private banks
- Family offices
- Asset managers
- Banks and trust companies
- RIAs
Portfolio managementCustom quote
AssetBookIn the news
Portfolio monitoring, performance reporting and fee billing software for advisors
- RIAs
Portfolio managementCustom quote